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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,484 | $96,388-97.4% | $80,627-96.9% | $139,466-98.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 59.55% | 1352.08%-1292.5pp | 936.76%-877.2pp | 373.66%-314.1pp |
| Employer contribution / active EE | $252 | $3,260-92.3% | $2,723-90.7% | $4,754-94.7% |
| Participant deferral / active EE | $1,142 | $5,224-78.1% | $4,443-74.3% | $6,712-83.0% |
| Admin fee / account holder | $26 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |